Roles and Permissions

The Human Resources (HR) application offers a range of menu options to streamline HR tasks and manage employee data efficiently.

Introduction

This manual provides guidelines and instructions for managing roles and permissions within the Human Resources application. It ensures appropriate access levels and permissions assigned to different roles, promoting efficient and secure usage of the system.

Roles and Responsibilities

info-circle Roles and Permissions

Remember that the provided sample below serves as a basic representation of roles and permissions. Feel free to customize them as needed to align with the specific roles and functionalities of your HR module.

Administrator

The Administrator role has full control and authority over the Human Resources application. Responsibilities include managing user accounts, configuring system settings, and overseeing the overall functionality of the application.

The image displayed below illustrates the Human Resources module, sub-modules, and pages accessible through the Administrator account.

Administrator's human resources menu

Clicking the users-group HR menu presents the sub-modules and pages for Human Resources.

  • Manage
    • Employees
    • Leaves
    • Employee Entitlements
    • Employee Schedules
    • Certificate of Employment
    • Company Loans
  • Attendance
    • DTR
    • Time In
  • Timesheets
    • Employee Timesheets
    • Customers
    • Projects
  • Payroll
    • Payroll Generation
    • Payslips
    • Benefits & Deductions
    • 13th Month Pay
  • Recruitment
    • Employee Onboarding
    • Job Postings
    • Job Applications
  • Performance
    • Incident Reports
    • Reviews
  • Reports
    • Weekly Timesheets
    • Pay Period Attendance
    • Leave Summaries
    • Weekly Attendance
    • Payroll Pivots
    • SSS Contributions
    • Pag-IBIG Contributions
    • PhilHealth Contributions
    • Alphalist (1604C)
    • BIR (1601C)
    • Bank Files
    • Year-to-Date
    • Performances
Administrator's manage menu

The tool Manage menu displays the sub-modules, including:

  • Manage
    • Users
    • Locations
    • Audit Trail
    • Announcements
    • Account Settings
Administrator's account menu

The user-circle Account menu presents a selection of sub-modules, which include:

  • Account
    • My Account
    • Help Center
    • Logout
  • Appearance
    • Light Theme
    • System Default
    • Dark Theme

HR Manager

The HR Manager role is responsible for managing various HR functions within the application. This includes managing employee records, handling employee attendance, timesheets, weekly reports, and overseeing HR-related workflows.

The image below provides a visual representation of the Human Resources module, including its sub-modules and accessible pages through the HR Manager account.

HR Manager's human resources menu

Clicking the users-group HR menu presents the sub-modules and pages for Human Resources.

  • Manage
    • Employees
    • Leaves
    • Employee Entitlements
    • Employee Schedules
    • Certificate of Employment
    • Company Loans
  • Attendance
    • DTR
    • Time In
  • Timesheets
    • Employee Timesheets
    • Customers
    • Projects
  • Payroll
    • Payroll Generation
    • Payslips
    • Benefits & Deductions
    • 13th Month Pay
  • Recruitment
    • Employee Onboarding
    • Job Postings
    • Job Applications
  • Performance
    • Incident Reports
    • Reviews
  • Reports
    • Weekly Timesheets
    • Pay Period Attendance
    • Leave Summaries
    • Weekly Attendance
    • Payroll Pivots
    • SSS Contributions
    • Pag-IBIG Contributions
    • PhilHealth Contributions
    • Alphalist (1604C)
    • BIR (1601C)
    • Bank Files
    • Year-to-Date
    • Performances
Administrator's account menu

The user-circle Account menu presents a selection of sub-modules, which include:

  • Account
    • My Account
    • Help Center
    • Logout
  • Appearance
    • Light Theme
    • System Default
    • Dark Theme

Employee

The Employee role represents employees within the organization. Employees have limited access to the Human Resources application and primarily use it to view personal information, submit leave requests, timesheets, and view payslip.

The following image displays the Human Resources module, along with its sub-modules and pages accessible through the Employee account.

Employee's human resources menu

Clicking the users-group HR menu presents the sub-modules and pages for Human Resources.

  • Manage
    • Leaves
    • Certificate of Employment
    • Company Loans
  • Payroll
    • Payslips
  • Attendance
    • Time In
  • Timesheets
    • Employee Timesheets
  • Recruitment
    • Job Applications
  • Performance
    • Incident Reports
    • Reviews
Employee's account menu

The user-circle Account menu presents a selection of sub-modules, which include:

  • Account
    • My Account
    • Help Center
    • Logout
  • Appearance
    • Light Theme
    • System Default
    • Dark Theme
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